| First Western Trust Bank | 1,358,337 | $32,572,921 | 1.55% |
|---|
| Faithward Advisors, LLC | 345,172 | $8,277,217 | 1.50% |
|---|
| Endowment Wealth Management, Inc. | 84,892 | $2,035,709 | 1.48% |
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| Baker Ellis Asset Management LLC | 397,567 | $9,533,657 | 1.44% |
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| Accretive Wealth Partners, LLC | 129,600 | $3,107,808 | 1.30% |
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| Archer Investment Corp | 165,054 | $3,957,998 | 1.16% |
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| Pacific Sage Partners, LLC | 188,173 | $4,512,389 | 1.12% |
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| Connecticut Wealth Management, LLC | 870,387 | $20,871,878 | 1.08% |
|---|
| Lokken Investment Group LLC | 89,914 | $2,156,139 | 1.01% |
|---|
| Baltimore-Washington Financial Advisors, Inc. | 696,864 | $16,710,802 | 0.97% |
|---|
| Wolf Group Capital Advisors | 101,272 | $2,428,505 | 0.96% |
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| Sound View Wealth Advisors Group, LLC | 370,695 | $8,889,266 | 0.92% |
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| Crew Capital Management, Ltd. | 46,367 | $1,111,887 | 0.89% |
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| Stratos Wealth Advisors, LLC | 748,882 | $17,958,211 | 0.89% |
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| Krilogy Financial LLC | 479,698 | $11,503,161 | 0.85% |
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| Asset Dedication, LLC | 508,435 | $12,192,283 | 0.85% |
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| EVEXIA WEALTH LLC | 88,939 | $2,130,079 | 0.80% |
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| Black Swift Group, LLC | 140,155 | $3,360,917 | 0.78% |
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| Reliant Wealth Planning | 63,574 | $1,524,505 | 0.70% |
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| Lantz Financial LLC | 94,138 | $2,257,428 | 0.70% |
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